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  • Apple (AAPL) has withdrawn proposal #2, preferred stock shareholder voting requirement and all, in response to the injunction placed earlier today at Greenlight Capital/David Einhorn's request. Apple: "We are disappointed with the court’s ruling. Proposal #2 is part of our efforts to further enhance corporate governance and serve our shareholders’ best interests." Greenlight on the injunction: "This is a significant win for all Apple shareholders and for good corporate governance." (court ruling[View news story]
    If you consider that Apple's success was a lot of being at the right place at the right time, ie the point in history where mass acceptance of mobile computing occurred, and that further innovations in that space are unlikely to yield the same growth trajectories then, the focus now SHOULD be on getting that huge windfall to shareholders.
    Feb 22, 2013. 08:40 PM | 5 Likes Like |Link to Comment
  • Microsoft: The Enterprise Strikes Back  [View article]
    Microsoft software runs the world we live in.

    There is absolutely no real indication that this will change any time soon, no matter how many teenagers use iphone to play angry birds.

    Case closed, Long MS
    Jan 30, 2013. 07:24 PM | 3 Likes Like |Link to Comment
  • "The Z10 and BB10 represent a radical reinvention of the BlackBerry," says Walt Mossberg in a somewhat favorable review: he likes BB10's gesture support and keyboard, but criticizes its browser and dearth of cloud services. The Verge's Joshua Topolsky gives the Z10 a score of 7/10, praising its design and camera while criticizing its battery life and app ecosystem, as well as BlackBerry Hub. Engadget's Tim Stevens strikes a similar tone. As rumored, the Z10 runs on Qualcomm's (QCOM) popular MSM8960 processor. RIMM -7.4%. (more[View news story]
    All the "cool" aspects of this phone, predictive typing, communications hubs etc, are already available on WP8. If your used to using BB then this phone will seem new and fresh but if you have been using any of the other competitors there is nothing new here.

    I was really hoping for something more
    Jan 30, 2013. 07:17 PM | Likes Like |Link to Comment
  • Intel's Earnings Report: Not Great, But Not Terrible  [View article]
    Don't feed the trolls Ashraf. Obviously your not perfect, but your doing a good job.

    Nobody with any sense would believe or condone these types of accusations.
    Jan 18, 2013. 09:38 PM | 10 Likes Like |Link to Comment
  • Is the bad news fully baked in? Apple (AAPL +3.6%), which closed yesterday trading around 7.4x FY13E EPS (exc. cash), has rallied back above $500 in spite of Pac Crest's downgrade. The company has received favorable notes today as well: Cowen says its checks lead it to believe Apple's smartphone share rose to ~23.5% in calendar Q4 from 16.4% in Q3. Some suppliers are also up: CRUS +4.5%. OVTI +1.4%. Sterne Agee is defending Skyworks (SWKS +3.5%) after meeting with its CFO.  [View news story]
    The more of this I see, the more I'm convinced February will be a very good month indeed.

    lol @ bad news fully baked in.
    Jan 16, 2013. 09:02 PM | 1 Like Like |Link to Comment
  • Microsoft's Surface Pro Will Be A Success  [View article]
    I bought my wife a surface RT when they first came out. It is pretty cool. However, as more of a power user (slightly) I have been waiting for the Pro. After going back and forth between W8 on my labtop and W RT on the Surface, part of me wonders if the whole point of RT was to show us what we are missing with the current mobile paradigm.

    Honestly, the Surface RT is really just a giant ad for Intel. An ARM PC is just not a computer. It's a toy.
    Jan 16, 2013. 08:25 PM | 1 Like Like |Link to Comment
  • Nokia's Shares Are Benefiting From Irrational Exuberance  [View article]
    I picked up my wife's iphone yesterday, after using nothing but my Lumia 920 for a few months and I was astounded at how old it seemed. The screen was so small. The shape was blocky. The icons seemed so antiquated. I asked her how to share an ebook we had purchased so I could read it on my phone, which is a one swipe one click operation on WP8, and she reminded me that on iphone you can't share. It hit me like a ton of bricks. the game has most definitely changed and Nokia is leading the second stage of the mobile revolution which W8 has created. Those who doubt this better hold on for dear life.

    P.S. not one person who has seen my 920 work has had anything but praise for it and many have said they will be dropping their iphones for WP8 once their contracts run out.
    Jan 11, 2013. 08:46 PM | 4 Likes Like |Link to Comment
  • Intel Hits It Out Of The Park At CES 2013  [View article]
    So what happens when Intel's current high-powered chips become small enough and efficient enough to fit into "mobile" devices?

    The answer is, the distinction between a chip for a mobile device and a PC disappears. Intel is smart for not building low margin, "mobile" chips, instead they are making their superior silicon fit into the space and wattage requirements as mobile.

    Anyone who can't see this does not deserve to reap the rewards that are just around the corner.
    Jan 8, 2013. 07:50 PM | Likes Like |Link to Comment
  • Microsoft: Surface Sales Don't Matter  [View article]
    Lol no innovation in win8:

    -Smartglass, ability to control what's on your tv with you pc/tablet

    -The single search/type to search features of win8 metro UI

    -The charms in general, with a single place for searching, sharing or sending to other devices

    -Just the ability to send to other devices, keeping in mind most of these devices haven't been made yet!

    -I'd say live tiles are pretty innovative, again keep in mind that the potential hasn't even been tapped into though.

    -The single people app is innovative, especially when used on WP

    -The ability to work with more then one app at a time, on a mobile device

    -The way these apps can communicate with each other seamlessly

    What's innovative about Surface:

    -The magnetic connectors for the touch keyboard and the charger

    -The touch keyboard

    -The Pro has tons of innovative features like the magnetic pen, ability to output to other devices like projectors, besides the fact that it is a mobile device that can still do actual work like databasing, CAD graphics, high end audio and video editing AT THE SAME TIME.

    The PC is not dead, its evolving.
    Dec 29, 2012. 07:48 PM | Likes Like |Link to Comment
  • Research In Motion's BlackBerry 10 Will Serve Its Intended Purpose  [View article]
    WP8 is going to be a much better fit for that market, as it integrates with the software that most of that market uses, ie MS office. I bought a WP8 for this very purpose and it has changed the way I am able to work. There is so much upside for WP8 in the enterprise, I find it hard to see how BB10 will be able to overcome this.
    Dec 28, 2012. 05:16 PM | 1 Like Like |Link to Comment
  • Android Is Dead - Part 4: New Contender Windows Phone 8  [View article]
    I have a Lumia 920 and have been extremely satisfied with it. the comments that there is no integration with google are false, I have a live tile to my gmail on my start screen. It works very well. I could combine my inboxes but I choose not to as I use my various email addresses for different things. As far as the app store goes there is very little that you would want on a phone that isn't there. As this is what I really like about WP8. It doesn't try to be anything more then a very good phone. It has some amazing enhancements as a communication device, which lead all other phones imo. I have a labtop for work, a tablet for content consumption and a phone for communicating. I wouldn't want to and don't need to play games on my phone, especially not when those games are basically mindless swipe fests. My xbox is where I play games. WP8 is by far the best OS for a pocket communication device, which is what a phone is.
    Dec 28, 2012. 05:12 PM | 10 Likes Like |Link to Comment
  • Nokia's (NOK) Lumia Windows Phone 8 devices are seeing post-Christmas discounts in the U.S. The flagship Lumia 920 is available for $39 on Amazon with an AT&T contract, while the mid-range Lumia 822 is free with a Verizon contract. And T-Mobile is providing the Lumia 810 for free with a contract. It isn't clear if Nokia is bearing any of the cost. The black Lumia 920 is at #16 on Amazon's phone bestseller list. (China Unicom[View news story]
    omg has no one ever heard of boxing week sales? You know when retailers lower prices after Christmas to pull in customers that want what their friends got for Christmas at a deal.

    I am seriously thinking about getting out of the American market. There is way to much fear mongering, ignorance and manipulation. Learn to think people.
    Dec 28, 2012. 01:22 PM | 3 Likes Like |Link to Comment
  • Windows 8 (MSFT) is being adopted at a slower rate than the much-maligned Vista, and a much slower rate than Windows 7, according to usage data from Net Applications. As of Dec. 22, Win. 8 was used on an estimated 1.6% of all Windows PCs. This compares with 2.2% for Vista at a similar point in its release history, and 6%+ for Win. 7. Consumer PC demand remains tepid, and many enterprises have made it clear they have no interest in upgrading to Win. 8, at least for now.  [View news story]
    blah blah blah

    the impact of an operating system can't be felt until the applications which the new system allow have been developed, ie applications which utilise live tiles. Once more developers start to experiment and utilise the improvements that windows 8 allows, more adoption will be seen. Bottom line, win8 is a better desktop experience, and the "metro" UI, integration across devices including the xbox, and other win8 features like live tiles allow programmers to do things that they couldn't before. This stuff will happen, its just a matter of time.
    Dec 27, 2012. 05:11 PM | 2 Likes Like |Link to Comment
  • 3 Reasons Smart Money Is Short Microsoft In 2013  [View article]
    This article is laughable. Should have stopped reading after "Rather then focusing on accounting details...". Yeah forget about the solid balance sheet, the cash flow generation or the healthy dividend. Lets focus on google docs overtaking Office for 90% of computers (this was so priceless), and zynga makes games too! The author is so far away from reality on this, I don't even know where to start.
    Dec 26, 2012. 08:35 PM | 3 Likes Like |Link to Comment
  • Intel: Ignoring The Facts Can Cost Investors Money Even With A 4.40% Dividend Yield  [View article]
    Anyone who thinks Intel is dead does not understand the evolution of computers.

    Consider this, in terms of pure processing power, the ability to do computations, the chips of Intel's "competitors" are many, many generations behind what Intel is putting out. The Pentium 3 can do more "work" then what's in an Ipad. There is a valid reason for this, as a loss of power was needed to overcome power consumption and size requirements that existing technology put on components for mobile devices.

    The common misconception that Intel "missed mobile" is erroneous at best. What Intel did, is made the conscious decision to not make slower, "worse" chips in order to be a first runner in the still very young mobile space. Instead they have been hard at work overcoming the problems that required the downgrade in processing power in the first place while still increasing the power of their chips . The fruits of this labour are just around the horizon.

    Consider the Surface Pro, which will be the first of a new generation of PC's with Intel chips that sacrifice little in terms of power consumption and size to maintain the high level of power Intel delivers, the first mobile computer that can run a database, work autocad, do high level audio and video editing, or run powerful enterprise software applications that make this world go round, ALL AT THE SAME TIME. And this is just the beginning, the products Intel have in their pipeline for the next couple of years will actually give Intel a power per watt and size ADVANTAGE while maintaining their huge lead in terms of processing power.

    Soon their will be no distinction between a "mobile" computer and a "PC". Currently the distinction is one of trade-offs. I will accept a weaker machine that is capable of doing the common, light-duty tasks I require, in exchange for it being smaller, lighter and unplugged. Very soon, however, this is not a choice that will be facing consumers, and Intel is the only company who is even close to being able to deliver this; a fully functional, high performance computer that you can carry in your hand.

    The current valuation for Intel is absurd and shows the short-sighted nature of the investing world.
    Dec 20, 2012. 08:18 PM | 4 Likes Like |Link to Comment